Impact You’ll Make

As an Associate within Stout’s Business Valuation practice, you will support valuation and financial advisory engagements for tax, transaction, corporate planning, and dispute-related purposes. You will work with senior professionals to analyze businesses, ownership interests, financial instruments, and other assets across a broad range of industries.

Your work will support clients including privately held and public companies, private equity and hedge funds, law firms, accounting firms, and high-net-worth individuals.

• Develop valuation analyses that support tax planning, transactions, corporate reorganizations, and litigation matters.

• Perform company, industry, market, and financial research to support valuation conclusions.

• Prepare financial models, reports, and exhibits for complex client engagements.

• Work with senior professionals to evaluate ownership interests, securities, and other financial assets.

• Build technical valuation and advisory skills through exposure to a diverse client base and range of assignments.

What You’ll Do

• Perform business enterprise and equity interest valuations using accepted income, market, and asset-based approaches.

• Develop discounted cash flow, guideline public company, precedent transaction, and other valuation analyses.

• Support engagements involving estate and gift taxation, income tax requirements, buy-sell agreements, mergers and acquisitions, corporate reorganizations, and recapitalizations.

• Assist with employee stock ownership plan, fairness opinion, solvency opinion, and other transaction-related assignments.

• Analyze valuation discounts associated with family limited partnerships, limited liability companies, restricted stock, blockage, and undivided interests.

• Support valuations of promissory notes, private equity interests, hedge fund interests, and other complex financial instruments.

• Assist with analyses related to C corporation to S corporation conversions and other tax-related matters.

• Review financial statements, forecasts, tax returns, transaction documents, partnership agreements, and other relevant records.

• Conduct company, industry, economic, and market research across sectors such as manufacturing, distribution, consumer products, retail, food and beverage, automotive, real estate, media and entertainment, engineering, and construction.

• Prepare valuation models, schedules, exhibits, reports, memoranda, and presentations.

• Participate in client calls, management interviews, and internal engagement discussions.

• Maintain clear documentation of assumptions, methodologies, data sources, and analytical procedures.

• Support multiple engagements while meeting client, regulatory, and transaction deadlines.

• Assist with proposals, research publications, presentations, and other practice development efforts.

• Leverage AI-enabled tools and emerging technologies to enhance research, streamline deliverable preparation, and improve overall efficiency and insight.

What You Bring

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.

• 2–4 years of experience in business valuation, transaction advisory, investment banking, accounting, audit, tax, or a related professional services field.

• Progress toward a professional designation such as CFA, ASA, CPA, ABV, or CVA preferred.

• Understanding of business valuation methods and financial modeling concepts.

• Ability to analyze financial statements, forecasts, tax returns, and other financial information.

• Strong quantitative, research, and problem-solving skills.

• Advanced proficiency in Microsoft Excel and working knowledge of Word and PowerPoint.

• Familiarity with or interest in using AI tools and technology to enhance productivity, research, and analysis.

• Strong written and verbal communication skills.

• High attention to detail and commitment to producing accurate work.

• Ability to manage multiple assignments and changing deadlines.

• Experience working in a client service or professional services environment preferred.

How You’ll Thrive

• Approach valuation questions with curiosity, analytical discipline, and sound judgment.

• Connect financial analysis with the business, tax, transaction, or legal purpose of each engagement.

• Maintain accurate documentation and clearly support analytical assumptions and conclusions.

• Ask thoughtful questions and incorporate feedback from senior team members.

• Manage competing priorities while maintaining work product quality.

• Communicate professionally with clients, colleagues, and external advisors.

• Build productive relationships across engagement teams and contribute to a collaborative work environment.

• Embody Stout’s core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and Great Communicators.

• Deliver Relentless Excellence® through careful analysis, responsiveness, and consistent execution.

A reasonable estimate of the current range is $74,000.00 - $135,000.00 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - https://www.stout.com/en/careers/benefits.